Xyoo 2021, Tuam Tshoj txoj kev lag luam LED tau thim rov qab los ntawm kev hloov pauv hloov pauv ntawm COVID, thiab kev xa tawm ntawm cov khoom siv LED tau ntaus cov ntaub ntawv siab.Los ntawm qhov kev xav ntawm kev lag luam txuas, cov nyiaj tau los ntawm cov khoom siv thiab cov khoom siv LED tau nce ntau, tab sis cov txiaj ntsig ntawm LED nti substrate, ntim, thiab daim ntawv thov tau thinning, thiab nws tseem tab tom ntsib kev sib tw ntau dua.

Nrhiav rau pem hauv ntej mus rau 2022, nws cia siab tias Tuam Tshoj txoj kev lag luam LED yuav txuas ntxiv kom muaj kev loj hlob ntawm tus lej thib ob hauv kev loj hlob raws li qhov cuam tshuam ntawm kev hloov pauv hloov pauv, thiab cov ntawv thov kub yuav maj mam hloov mus rau cov ntawv thov tshiab xws li teeb pom kev zoo, suab me me. qhia, thiab sib sib zog nqus ultraviolet tshuaj tua kab mob.

Kev txiav txim siab ntawm qhov xwm txheej hauv 2022

01 Kev hloov pauv hloov mus txuas ntxiv, thiab qhov kev thov rau kev tsim khoom hauv Suav teb muaj zog.

Kev cuam tshuam los ntawm kev hloov pauv tshiab ntawm COVID, lub ntiaj teb LED kev lag luam xav tau kev rov qab los hauv 2021 yuav ua rau muaj kev loj hlob zoo.Cov txiaj ntsig ntawm kev hloov pauv thiab hloov pauv ntawm kuv lub teb chaws LED kev lag luam txuas ntxiv, thiab kev xa tawm hauv thawj ib nrab ntawm lub xyoo tau ntaus cov ntaub ntawv siab.

Ntawm qhov tod tes, cov tebchaws xws li Tebchaws Europe thiab Tebchaws Meskas tau rov pib dua lawv txoj kev lag luam raws li cov cai tswjfwm nyiaj txiag, thiab qhov kev thov ntshuam rau LED cov khoom lag luam tau rov zoo dua.Raws li cov ntaub ntawv los ntawm Tuam Tshoj teeb pom kev zoo Association, nyob rau hauv thawj ib nrab ntawm 2021, Tuam Tshoj tus LED teeb pom kev zoo cov khoom xa tawm mus txog 20.988 billion US dollars, nce 50.83% xyoo-rau-xyoo, teeb tsa cov ntaub ntawv keeb kwm xa tawm tshiab rau tib lub sijhawm.Ntawm lawv, kev xa tawm mus rau Tebchaws Europe thiab Tebchaws Meskas suav txog 61.2%, nce ntawm 11.9% xyoo-rau-xyoo.

Ntawm qhov tod tes, kev kis kab mob loj tau tshwm sim hauv ntau lub tebchaws Esxias tshwj tsis yog Tuam Tshoj, thiab kev lag luam xav tau thim rov qab los ntawm kev loj hlob muaj zog nyob rau xyoo 2020 mus rau qhov kev cog lus me ntsis.Los ntawm qhov kev xav ntawm kev lag luam thoob ntiaj teb, Cov Neeg Esxias Qab Teb Hnub Tuaj poob los ntawm 11.7% hauv thawj ib nrab xyoo 2020 txog 9.7% hauv thawj ib nrab xyoo 2021, West Asia poob los ntawm 9.1% mus rau 7.7%, thiab East Asia poob los ntawm 8.9% mus rau 6.0. %.Raws li kev sib kis tau kis mus ntxiv rau kev lag luam LED kev lag luam nyob rau sab hnub tuaj Asia, cov teb chaws tau yuam kom kaw ntau qhov chaw ua lag luam, uas tau cuam tshuam loj rau cov saw hlau, thiab cov txiaj ntsig ntawm kev hloov pauv thiab hloov pauv ntawm kuv lub teb chaws LED kev lag luam tau txuas ntxiv mus.

Nyob rau hauv thawj ib nrab ntawm 2021, Tuam Tshoj txoj kev lag luam LED ua tau zoo rau cov khoom sib txawv los ntawm kev sib kis thoob ntiaj teb, ntxiv qhov tseem ceeb ntawm qhov zoo ntawm cov chaw tsim khoom thiab cov chaw muag khoom.

Saib rau pem hauv ntej mus rau 2022, lub ntiaj teb LED kev lag luam yuav tsum tau nce ntxiv kev lag luam xav tau nyob rau hauv tus ntawm "kev lag luam hauv tsev", thiab Tuam Tshoj txoj kev lag luam LED yog qhov zoo rau kev txhim kho kom tau txais txiaj ntsig los ntawm kev hloov pauv hloov.

Ntawm qhov tod tes, nyob rau hauv kev cuam tshuam ntawm kev sib kis thoob ntiaj teb, tus naj npawb ntawm cov neeg nyob hauv kev tawm mus yog tsawg zuj zus, thiab kev lag luam xav tau rau cov teeb pom kev hauv tsev, LED zaub, thiab lwm yam tseem nce ntxiv, txhaj tshuaj tshiab rau hauv kev lag luam LED.

Ntawm qhov tod tes, cov cheeb tsam Esxias uas tsis yog Tuam Tshoj raug yuam kom tso tseg tus kab mob zeroing thiab siv txoj cai tswj hwm tus kab mob vim muaj kev kis kab mob loj, uas yuav ua rau muaj kev kis tus kab mob ntau dua, thiab muaj kev tsis txaus ntseeg ntau dua txog kev rov ua haujlwm thiab kev tsim khoom. .

CCID xav tias lub tank kwv yees tias Tuam Tshoj txoj kev lag luam LED hloov pauv cov txiaj ntsig yuav txuas ntxiv mus rau xyoo 2022, thiab LED kev tsim khoom thiab kev xa tawm yuav muaj zog.

02 Kev tsim cov txiaj ntsig txuas ntxiv poob qis, thiab kev lag luam kev sib tw tau dhau los ua nruj dua.

Xyoo 2021, cov nyiaj tau los ntawm Tuam Tshoj cov khoom ntim LED thiab cov ntawv thov yuav poob qis, thiab kev lag luam kev sib tw yuav dhau los ua khaus;lub peev xwm ntawm chip substrate manufacturing, khoom siv, thiab cov khoom siv yuav nce ntxiv, thiab cov txiaj ntsig yuav tsum tau txhim kho.

Hauv LED nti thiab substrate txuas,cov nyiaj tau los ntawm yim lub tuam txhab sau npe hauv tsev yuav tsum ncav cuag 16.84 billion yuan hauv xyoo 2021, nce xyoo ntawm 43.2%.Txawm hais tias qhov nruab nrab cov nyiaj tau los ntawm qee lub tuam txhab ua lag luam tau nqis mus rau 0.96% hauv 2020, ua tsaug rau kev txhim kho kev ua tau zoo ntawm cov khoom loj, nws xav tias cov nyiaj tau los ntawm LED nti thiab cov tuam txhab substrate yuav nce mus rau qee yam hauv 2021. Sanan Optoelectronics LED kev lag luam tag nrho cov nyiaj tau los yuav tsum tig zoo.

Hauv cov txheej txheem ntim khoom LED,cov nyiaj tau los ntawm 10 lub tuam txhab sau npe hauv tsev yuav tsum ncav cuag 38.64 billion yuan hauv 2021, nce 11.0% xyoo-rau-xyoo.Tag nrho cov txiaj ntsig ntawm LED ntim hauv 2021 yuav tsum txuas ntxiv qhov kev poob qis hauv xyoo 2020. Txawm li cas los xij, ua tsaug rau qhov kev loj hlob sai ntawm cov khoom tsim tawm, nws xav tias cov nyiaj tau los ntawm cov tuam txhab ntim khoom hauv tsev hauv 2021 yuav pom qhov nce me ntsis ntawm txog 5%.

Hauv cov ntawv thov LED ntu,cov nyiaj tau los ntawm 43 cov tuam txhab lag luam hauv tsev (feem ntau LED teeb pom kev zoo) xav kom ncav cuag 97.12 billion yuan hauv 2021, nce 18.5% xyoo-rau-xyoo;10 ntawm lawv muaj cov txiaj ntsig tsis zoo hauv xyoo 2020. Raws li kev loj hlob ntawm LED teeb pom kev lag luam tsis tuaj yeem cuam tshuam tus nqi nce, LED daim ntawv thov (tshwj xeeb tshaj yog cov teeb pom kev zoo) yuav poob qis hauv 2021, thiab ntau lub tuam txhab yuav raug yuam kom txo lossis hloov pauv. ib txwm ua lag luam.

Hauv cov khoom siv LED,cov nyiaj tau los ntawm tsib lub tuam txhab sau npe hauv tsev tau xav tias yuav ncav cuag 4.91 billion yuan hauv 2021, nce xyoo ib xyoos ntawm 46.7%.Hauv ntu LED cov cuab yeej, cov nyiaj tau los ntawm rau lub tuam txhab sau npe hauv tsev yuav tsum ncav cuag 19.63 billion yuan hauv 2021, ib xyoos ib zaug nce ntawm 38.7%.

Saib rau pem hauv ntej mus rau 2022, qhov nruj ntawm cov nqi tsim khoom yuav nyem qhov chaw nyob ntawm feem ntau LED ntim thiab cov tuam txhab thov hauv Suav teb, thiab muaj qhov pom tseeb rau qee lub tuam txhab ua lag luam kaw thiab thim rov qab.Txawm li cas los xij, ua tsaug rau qhov kev xav tau ntawm kev lag luam nce ntxiv, cov khoom siv LED thiab cov tuam txhab khoom siv tau txais txiaj ntsig zoo, thiab cov xwm txheej ntawm LED nti substrate tuam txhab lag luam tseem tseem tsis tau hloov pauv.

Raws li CCID xav tias tank txheeb cais, xyoo 2021, cov nyiaj tau los ntawm cov tuam txhab LED hauv Suav teb yuav ncav cuag 177.132 billion yuan, nce 21.3% xyoo-rau-xyoo;Nws xav tias yuav tuav tus lej ob-tus lej loj-ceev loj hlob hauv 2022, nrog rau tag nrho cov txiaj ntsig ntawm 214.84 billion yuan.

03 Kev nqis peev hauv cov ntawv thov tshiab tau loj hlob, thiab kev lag luam kev lag luam zoo siab tau nce.

Xyoo 2021, ntau qhov chaw tawm ntawm LED kev lag luam yuav nkag mus rau theem ntawm kev lag luam sai, thiab cov khoom lag luam yuav ua kom zoo dua qub.

Ntawm lawv, lub photoelectric hloov dua siab tshiab efficiency ntawm UVC LED tau tshaj 5.6%, thiab nws tau nkag mus rau qhov chaw loj huab cua sterilization, dynamic dej sterilization, thiab complex nto sterilization lag luam;

Nrog rau kev txhim kho cov thev naus laus zis zoo xws li lub teeb taub hau ntse, los ntawm cov teeb pom kev zoo, HDR lub tsheb qhia, thiab lub teeb pom kev zoo, qhov nkag mus ntawm lub tsheb LEDs tseem nce ntxiv, thiab kev loj hlob ntawm lub tsheb LED kev lag luam yuav tsum tshaj 10% hauv 2021;

Kev cai lij choj ntawm kev cog qoob loo ntawm cov qoob loo tshwj xeeb hauv North America txhawb kev nyiam ntawm LED cog teeb pom kev zoo.Kev ua lag luam cia siab tias qhov kev loj hlob txhua xyoo ntawm LED cog teeb pom kev lag luam yuav ncav cuag 30% hauv 2021.

Tam sim no, me me-pitch LED zaub thev naus laus zis tau lees paub los ntawm cov tuam txhab ua tiav cov tshuab ua tiav thiab tau nkag mus rau txoj kev loj hlob sai sai.Ntawm ib sab, Apple, Samsung, Huawei thiab lwm lub tshuab ua tiav tau nthuav dav lawv cov Mini LED backlight khoom kab, thiab TV tuam txhab xws li TCL, LG, Konka thiab lwm tus tau siv zog tso tawm high-end Mini LED backlight TVs.

Ntawm qhov tod tes, active lub teeb-emitting Mini LED panels kuj tau nkag mus rau theem ntau lawm.Thaum lub Tsib Hlis 2021, BOE tau tshaj tawm cov khoom loj ntawm lub cim tshiab ntawm iav-raws li Mini LED vaj huam sib luag nrog ultra-siab brightness, sib piv, xim gamut, thiab seamless splicing.

Nrhiav rau pem hauv ntej mus rau 2022, vim qhov poob ntawm cov txiaj ntsig ntawm LED cov teeb pom kev zoo ib txwm siv, nws xav tias ntau lub tuam txhab yuav tig mus rau LED zaub, tsheb LEDs, ultraviolet LEDs thiab lwm yam kev siv.

Xyoo 2022, kev nqis peev tshiab hauv LED kev lag luam yuav tsum tswj hwm qhov ntsuas tam sim no, tab sis vim yog thawj zaug tsim ntawm cov qauv kev sib tw hauv LED zaub, nws xav tias qhov kev nqis peev tshiab yuav poob qis rau qee yam.